长江商报消息 ●长江商报记者 张璐 国内新材料产业龙头企业中材科技（002080.SZ）以资本动作加速高端产业布局。 近日，中材科技发布了2025年度向特定对象发行A股股票预案，拟定增募资总额不超过44.81亿元（含本 数），扣除发行费用后，将重点投向低介电纤维布等高端新材料产能建设，并同步推进债务偿还与流动 资金补充。 值得关注的是，公司实控人中国建材集团旗下全资子公司中联投资拟以8.2亿元参与本次认购，彰显了 控股股东对公司发展前景的坚定信心。 此前公司业绩已释放积极信号，2025年上半年实现营收133.3亿元、净利润9.99亿元，同比分别增长 26.48%、114.92%。叠加2022年—2025年上半年累计45.7亿元的研发投入与2227件有效专利储备，公司 技术与产能优势将借此次募资进一步夯实，为AI、高频通信等新兴市场布局注入核心动力。 另外，公告显示，8.2亿元募集资金将用于偿还国拨资金专项应付款，5.24亿元募集资金则补充公司流动 资金。中材科技此次募资将进一步优化资本结构，降低财务风险，为日常经营与研发投入提供稳定资金 支持。 三年半累计研发投入45.7亿 资料显示，中材科技成立于2001年 ...

| 序号 | 项目名称 | 项目投资总额 | 拟使用募集资金金额 | | --- | --- | --- | --- | | | | (万元) | (万元) | | 1 | 年产3.500 万米低介电纤维布项目 | 180,624.00 | 166,200.00 | | 2 | 年产 2,400 万米超低损耗低介电纤维布 | 175,089.00 | 147,500.00 | | | 项目 | | | | 3 | 偿还国拨资金专项应付款 | 82,014.92 | 82,014.92 | | 4 | 补充流动资金 | 52,400.00 | 52,400.00 | | | 合计 | 490,127.92 | 448,114.92 | 公司本次向特定对象发行的股票种类为境内上市人民币普通股(A股)，每股面值为人民币1.00元。 中国经济网北京9月30日讯中材科技（002080）(002080.SZ)昨晚发布2025年度向特定对象发行A股股票 预案。公司本次向特定对象发行股票募集资金总额预计不超过448,114.92万元(含本数)，扣除发行费用 后的募集资金净额拟投向以下项目：年产3,500万米低介电纤维布项目、 ...

Investment Rating - The report maintains a "Buy" rating for the company, indicating an expected price increase of over 15% in the next 6-12 months [4][12]. Core Insights - The company plans to raise up to 4.48 billion RMB through a private placement to fund two major special glass fiber projects, repay government funds, and supplement working capital [2]. - The company has achieved significant sales in special fiber cloth, covering various product categories and has become a key player in the domestic market, breaking foreign monopolies [3]. - The projected net profits for the company from 2025 to 2027 are 2.002 billion RMB, 2.608 billion RMB, and 3.060 billion RMB, respectively, with corresponding dynamic PE ratios of 29x, 23x, and 20x [4]. Summary by Sections Fundraising and Project Investment - The company announced plans to invest 1.806 billion RMB in a low dielectric fiber cloth project and 1.751 billion RMB in an ultra-low loss low dielectric fiber cloth project, totaling 3.56 billion RMB [2]. - The private placement aims to raise 4.48 billion RMB, with 3.14 billion RMB allocated for project construction, 820 million RMB for repaying government funds, and 520 million RMB for working capital [2]. Market Position and Product Development - The company has sold 8.95 million meters of special fiber cloth, completing certifications for various product categories with leading domestic and international clients [3]. - It has become the only domestic supplier and the second globally to produce low expansion cloth at scale, enhancing its competitive edge [3]. Financial Projections - The company expects a revenue increase from 25.889 billion RMB in 2023 to 33.654 billion RMB in 2027, with a projected growth rate of 9.19% in 2027 [9]. - The net profit is forecasted to recover significantly from 892 million RMB in 2024 to 3.060 billion RMB in 2027, reflecting a growth rate of 17.34% [9].

智通财经APP讯，中材科技(002080.SZ)发布2025年度向特定对象发行A股股票预案，本次向特定对象发 行股票的发行对象包括中联投资在内的不超过35名(含35名)符合法律法规规定的特定对象，中联投资拟 使用8.2亿元认购公司本次向特定对象发行的股票，其他股票由本次发行的其他发行对象认购。 此次募集资金总额不超过44.81亿元(含本数)，扣除发行费用后的募集资金净额将用于以下项目：年产 3,500万米低介电纤维布项目、年产2,400万米超低损耗低介电纤维布项目、偿还国拨资金专项应付款及 补充流动资金。 ...

此次募集资金总额不超过44.81亿元(含本数)，扣除发行费用后的募集资金净额将用于以下项目：年产 3,500万米低介电纤维布项目、年产2,400万米超低损耗低介电纤维布项目、偿还国拨资金专项应付款及 补充流动资金。 中材科技（002080）(002080.SZ)发布2025年度向特定对象发行A股股票预案，本次向特定对象发行股票 的发行对象包括中联投资在内的不超过35名(含35名)符合法律法规规定的特定对象，中联投资拟使用8.2 亿元认购公司本次向特定对象发行的股票，其他股票由本次发行的其他发行对象认购。 ...

每经AI快讯，9月29日，中材科技（002080）(002080.SZ)公告称，拟定增募资不超过44.81亿元，用于年 产3,500万米低介电纤维布项目、年产2,400万米超低损耗低介电纤维布项目、偿还国拨资金专项应付 款、补充流动资金。 ...

每经头条（nbdtoutiao）——农夫大战怡宝，抢到更多蛋糕的却是宗馥莉！农夫绿瓶上市后，怡宝上 演"滑铁卢"：市占率大跌近5个百分点 （记者 曾健辉） 截至发稿，中材科技市值为575亿元。 每经AI快讯，中材科技（SZ 002080，收盘价：34.27元）9月29日晚间发布公告称，本次向特定对象发 行A股股票方案已经公司第七届董事会第二十四次临时会议审议通过，本次向特定对象发行股票的发行 对象包括中联投资在内的不超过35名（含35名）符合法律法规规定的特定对象，截至本预案公告日，上 市公司的总股本约为16.78亿股。发行价格不低于定价基准日前20个交易日公司股票交易均价的80%。 本次发行拟募集不超过约44.81亿元，募集资金用于以下用途：年产3500万米低介电纤维布项目，总投 资约18.06亿元，拟投入募集资金16.62亿元；年产2400万米超低损耗低介电纤维布项目，总投资约17.51 亿元，拟投入募集资金14.75亿元；偿还国拨资金专项应付款项目，总投资约8.2亿元，拟投入募集资金 约8.2亿元；补充流动资金项目，总投资5.24亿元，拟投入募集资金5.24亿元。 2025年1至6月份，中材科技的营业收 ...

Core Viewpoint - The company plans to raise no more than 4.48 billion yuan through a private placement to fund various projects and repay debts [1] Group 1 - The company intends to use the raised funds for the annual production of 35 million meters of low dielectric fiber cloth [1] - The company also aims to produce 24 million meters of ultra-low loss low dielectric fiber cloth with the new funding [1] - Part of the funds will be allocated to repay special government funding payables and to supplement working capital [1]

中材科技公告，公司2025年度向特定对象发行A股股票预案已经董事会审议通过。本次发行的发行对象 包括中联投资在内的不超过35名特定对象，中联投资拟使用8.2亿元认购公司本次向特定对象发行的股 票。本次发行股票数量不超过发行前公司总股本的30%，募集资金总额不超过44.81亿元，扣除发行费 用后的募集资金净额将用于年产3500万米低介电纤维布项目、年产2400万米超低损耗低介电纤维布项 目、偿还国拨资金专项应付款以及补充流动资金。本次发行尚需国有资产监督管理部门或其授权单位的 审批、公司股东会审议通过、深交所审核通过并经中国证监会作出予以注册决定。 ...

Investment Rating - Industry Rating: Outperform the market (maintained rating) [5] Core Viewpoints - The cement and fiberglass sectors showed significant improvement in Q2 year-on-year, with cement prices experiencing a sequential decline but profitability still increasing year-on-year. Fiberglass benefited from rising prices of thermoplastics and wind power yarn, leading to a continued increase in gross margins. The product structure advantages of leading companies are becoming more evident, with specialty fiber cloth contributing to profit growth [2][11] - The demand for consumer building materials is negatively impacted by the decline in new construction and completion in the real estate sector, resulting in a year-on-year revenue decrease. However, the revenue decline for waterproofing and board materials in Q2 narrowed compared to Q1. The glass demand remains weak, with prices and gross margins continuing to decline in Q2, leading to an average gross loss across the industry. As loss pressures increase, the pace of industry cold repairs may accelerate, with potential for price improvements in the short term [2][11] - The report continues to recommend traditional building materials with improving fundamentals, such as cement and coatings, as well as high-end electronic fabrics and overseas markets with high demand growth [2][20] Summary by Sections Market Review - During the week of August 25-29, 2025, the Shanghai and Shenzhen 300 index rose by 2.71%, while the building materials sector (CITIC) increased by 0.53%, with the fiberglass sector performing particularly well. Notable individual stock performances included China Jushi (+15.3%), Dongpeng Holdings (+13.6%), and King Kong Photovoltaic (+12.5%) [1][11] Electronic Fabric Sector - China National Materials Technology announced plans to invest 1.80624 billion yuan in a project to produce 35 million meters of low-dielectric fiber cloth in Jining, Shandong, and 1.75089 billion yuan for a project to produce 24 million meters of ultra-low-loss low-dielectric fiber cloth in Tai'an, Shandong. These projects will add a total of 59 million meters of production capacity, with a construction period of 18 months [3][17] Recommended Stocks - The report highlights a focus on the following stocks: Honghe Technology, China National Materials Technology, Qingsong Construction, Tibet Tianlu, Huaxin Cement, and Sankeshu [4][20]